TURN-KEY RESOURCES

INVITE US TO YOUR MONTHLY STRATEGY PLANNING!

BE YOUR OWN COACH WITH OUR TOPICAL
STRATEGIC WORKBOOKS

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The Monthly Insider delivers one focused shortcut per month that will drive the next level growth needed to build your 7+ figure practice.
Join to receive your content-packed welcome kit and then one guided, step-by-step strategy workbook per month.

Monthly Insider

Guided Coaching Workbook Membership

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The Strategic Advisor Monthly Insider provides one new strategy workbook every month, but our back-issues are FULL OF GOLD! 
All back issues listed and available for non-member purchase here.
Members: email for purchase at member rates

à la carte

Guided Coaching

WORKBOOKS

WANT INSTANT LEVERAGE?

TRY OUR READY-TO-USE, TURN-KEY
EMAIL TEMPLATES

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Keep your momentum going without falling behind by integrating DONE-FOR-YOU resources that create INSTANT LEVERAGE for your practice. From our guided-strategy-a-month workbook subscription to our most requested email templates, you can stay ahead of your game with confidence by utilizing tools and strategies proven to be successful for 7-figure practices. Designed for advisors, by advisors to streamline your practice and keep you motivated, focused, and at the top of your game!

OPERATIONAL

EMAIL TEMPLATES

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40+ turnkey templates

30+ pages

The EXACT, PROVEN templates used by a 5-Star Pathfinder practice

Admin, Underwriting, IPS and more...

 

INSTANT ACCESS!

PROSPECTING

EMAIL

TEMPLATES

ALL NEW! 14+ turnkey templates to leverage mutual connections, facilitate warm introductions, reengage with existing clients for prospecting opportunities, request introductory meetings, and use Linkedin for social marketing... broadening your connections and turning cold leads into warm introductions.

The EXACT, PROVEN templates used by
7-figure practices to create introduction in their target market - already primed to say YES!

INSTANT access delivered right to your email! 

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EMPLOYEE

HANDBOOK

TEMPLATES

Has this been on your "To Do" List Forever?

Let us check it off your list!!

  • Let Us Do The Thinking: Don't waste your time trying to reinvent the wheel!  Let us take the lead, so all you need to do is edit.

  • All In One Place: No more searching for one-off documents or prior emails... 15 pages covers it ALL! 

  • Be Compliant: Includes the language you need to address equal opportunity, anti-harassment, etc.

  • Limit Hard Conversations By Creating Clarity Up Front: Standard inclusions like vacation and sick time are covered, as well as cell phone use at work, paternity and bereavement leave...